EWA
IVZ icon

EverSource Wealth Advisors’s Invesco IVZ Stock Holding History

EverSource Wealth Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Sell
16,706
-2,563
-13% -$67.9K 0.01% 608
2026
Q1 		$468K Buy
19,269
+4,880
+34% +$128K 0.01% 633
2025
Q4 		$378K Buy
14,389
+807
+6% +$19.7K 0.01% 643
2025
Q3 		$312K Buy
13,582
+636
+5% +$13.2K 0.01% 711
2025
Q2 		$204K Buy
12,946
+8,346
+181% +$120K 0.01% 849
2025
Q1 		$69.8K Buy
4,600
+863
+23% +$14.7K ﹤0.01% 1072
2024
Q4 		$65.3K Buy
3,737
+2,136
+133% +$38K ﹤0.01% 1066
2024
Q3 		$28.1K Sell
1,601
-709
-31% -$11.6K ﹤0.01% 1320
2024
Q2 		$39.9K Sell
2,310
-468
-17% -$7.2K ﹤0.01% 1190
2024
Q1 		$39.4K Buy
2,778
+316
+13% +$5.1K ﹤0.01% 1076
2023
Q4 		$43.9K Buy
2,462
+1,589
+182% +$22.9K ﹤0.01% 952
2023
Q3 		$12.7K Sell
873
-2,020
-70% -$32.5K ﹤0.01% 1327
2023
Q2 		$48.6K Buy
2,893
+1,146
+66% +$18.4K 0.01% 848
2023
Q1 		$28.7K Sell
1,747
-97
-5% -$1.73K ﹤0.01% 965
2022
Q4 		$33.2K Buy
1,844
+1,027
+126% +$17.6K 0.01% 918
2022
Q3 		$11K Sell
817
-3,846
-82% -$64.9K ﹤0.01% 1100
2022
Q2 		$75K Buy
4,663
+4,075
+693% +$77.1K 0.02% 466
2022
Q1 		$14K Buy
588
+86
+17% +$1.91K ﹤0.01% 843
2021
Q4 		$12K Buy
+502
New +$12.2K ﹤0.01% 891

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's IVZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco (IVZ) stake by 13% in Q2 2026, selling an estimated $67.9K and leaving 16,706 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #608.

EverSource Wealth Advisors first reported a position in IVZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $468K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • EverSource Wealth Advisors held 16,706 shares of Invesco worth $441K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,563 Invesco shares in Q2 2026, an estimated $67.9K.
  • Invesco made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #608 holding.
  • EverSource Wealth Advisors first reported a position in Invesco in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Invesco position peaked at $468K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.